-5.3%
SYK vs HTZ
-60.6%
+55.3%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +9.2% | +0.2% | +9.0% |
| 7D | +11.7% | +18.9% | -7.2% | +11.1% |
| 30D | +19.1% | +26.3% | -7.2% | +18.2% |
| 3M | +1.4% | +49.7% | -48.3% | +0.4% |
| 6M | +17.4% | -61.1% | +78.6% | +21.0% |
| YTD | -2.5% | -56.0% | +53.5% | -1.2% |
| 1Y | -5.3% | -66.4% | +61.1% | -0.2% |
| All | -5.3% | -60.6% | +55.3% | -0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded HTZ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling